
Getting in top physical shape is hard work, but getting into financial shape doesn't have to be. With Jeff Bernstein by your side, you'll have an experienced, caring financial planner ready to manage your wealth for the better. Call Jeff today.
Getting in top physical shape is hard work, but getting into financial shape doesn't have to be. With Jeff Bernstein by your side, you'll have an experienced, caring financial planner ready to manage your wealth for the better. Call Jeff today.
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate how much income and savings you may need in retirement.
How much do you need to save each year to meet your long-term financial goals?